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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $268,524 | $110,379+143.3% | $102,412+162.2% | $145,884+84.1% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.9pp |
| Annual return | 17.15% | 24.84%-7.7pp | 24.94%-7.8pp | 551.85%-534.7pp |
| Employer contribution / active EE | $1,809 | $4,216-57.1% | $3,870-53.3% | $4,662-61.2% |
| Participant deferral / active EE | $12,565 | $5,622+123.5% | $5,060+148.3% | $6,690+87.8% |
| Admin fee / account holder | $0 | $9,745-100.0% | $8,388-100.0% | $13,392-100.0% |